$305 Million is the total value of Regent Peak Wealth Advisors LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.4% | 2 | 0.0% | 0.31% | +7.3% | |
| VOO | VANGUARD INDEX FDS | $521,740 | +6.7% | 1,485 | 0.0% | 0.17% | -0.6% | |
| VICE | ADVISORSHARES TRvice e t f | $489,293 | +0.1% | 21,063 | 0.0% | 0.16% | -7.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $332,716 | -9.1% | 2,576 | 0.0% | 0.11% | -15.5% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $275,200 | +11.0% | 1,733 | 0.0% | 0.09% | +3.4% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $206,590 | +1.8% | 3,748 | 0.0% | 0.07% | -4.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 16 | Q3 2023 | 11.1% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| APPLE INC COM | 16 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.2% |
| SPIRE INC COM | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 4.7% |
| SPDR S&P DIVIDEND ETF | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| VANGUARD VALUE INDEX FUND | 16 | Q3 2023 | 3.7% |
| ACCENTURE PLC IRELAND SHS CLASS A | 16 | Q3 2023 | 5.2% |
View Regent Peak Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-11 |
View Regent Peak Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.